Cypress Point Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History

Cypress Point Wealth Management, LLC

  • $439 Million
  • Q3 2025

A detailed history of Cypress Point Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Cypress Point Wealth Management, LLC holds 1,263,305 shares of DFAC stock, worth $48.6 Million. This represents 11.1% of its overall portfolio holdings.

Number of Shares
1,263,305
Previous 1,176,085 7.42%
Holding current value
$48.6 Million
Previous $42.2 Million 15.6%
% of portfolio
11.1%
Previous 11.68%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
BUY
$36.04 - $38.78 $3.14 Million - $3.38 Million
87,220 Added 7.42%
1,263,305 $48.7 Million
Q2 2025

Jul 10, 2025
SELL
$29.12 - $35.84 $1.48 Million - $1.83 Million
-50,984 Reduced 4.15%
1,176,085 $42.2 Million
Q1 2025

Apr 16, 2025
BUY
$32.42 - $36.13 $3.4 Million - $3.79 Million
104,871 Added 9.35%
1,227,069 $40.5 Million
Q4 2024

Jan 21, 2025
BUY
$33.92 - $36.6 $3.37 Million - $3.64 Million
99,386 Added 9.72%
1,122,198 $38.8 Million
Q3 2024

Nov 01, 2024
BUY
$31.05 - $34.29 $964,940 - $1.07 Million
31,077 Added 3.13%
1,022,812 $35.1 Million
Q2 2024

Jul 26, 2024
BUY
$30.09 - $32.37 $890,423 - $957,893
29,592 Added 3.08%
991,735 $32 Million
Q1 2024

May 07, 2024
BUY
$28.62 - $31.95 $9.14 Million - $10.2 Million
319,216 Added 49.65%
962,143 $30.7 Million
Q4 2023

Jan 17, 2024
BUY
$24.91 - $29.38 $1.69 Million - $1.99 Million
67,674 Added 11.76%
642,927 $18.8 Million
Q3 2023

Oct 31, 2023
BUY
$26.05 - $28.22 $982,553 - $1.06 Million
37,718 Added 7.02%
575,253 $15.1 Million
Q2 2023

Jul 20, 2023
BUY
$24.86 - $27.15 $545,428 - $595,671
21,940 Added 4.26%
537,535 $14.6 Million
Q1 2023

May 08, 2023
BUY
$24.18 - $26.58 $991,186 - $1.09 Million
40,992 Added 8.64%
515,595 $13.1 Million
Q4 2022

Feb 01, 2023
BUY
$22.49 - $25.81 $6.47 Million - $7.43 Million
287,711 Added 153.95%
474,603 $11.5 Million
Q3 2022

Oct 31, 2022
BUY
$22.24 - $26.54 $505,804 - $603,599
22,743 Added 13.86%
186,892 $4.16 Million
Q2 2022

Aug 08, 2022
BUY
$22.75 - $27.77 $1.25 Million - $1.53 Million
54,975 Added 50.36%
164,149 $3.83 Million
Q1 2022

Apr 29, 2022
BUY
$25.76 - $29.21 $1.08 Million - $1.23 Million
41,995 Added 62.51%
109,174 $3.01 Million
Q4 2021

Jan 27, 2022
BUY
$26.63 - $29.09 $106,972 - $116,854
4,017 Added 6.36%
67,179 $1.95 Million
Q2 2021

Aug 04, 2021
BUY
$25.92 - $26.98 $1.64 Million - $1.7 Million
63,162 New
63,162 $1.7 Million

Others Institutions Holding DFAC

# of Institutions
1,154
Shares Held
841M
Call Options Held
36.6K
Put Options Held
7.1K
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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